To The Moon

$Moderna, Inc.(MRNA)$ gains $548.53 with current price at $27.63 versus $26.52 cost basis. The mRNA technology pioneer maintains its competitive edge in vaccine development and pipeline innovation, showing promising long-term growth potential.

$HubSpot(HUBS)$ HubSpot’s Q1 performance really stood out，solid numbers, smart product strategy, and consistent upward momentum in strategic investments. You can feel the company’s moving with clarity and execution. If you're eyeing the CRM and marketing automation space, and looking for a SaaS name with real tech edge and financial strength, HubSpot’s definitely one to keep on your long-term radar. It’s not hype-driven，it’s substance all the way.

$XIAOMI-W(01810)$ In the field of AI, according to Xiaomi's disclosure, in April this year, the company announced the open-source launch of its first inference large model, Xiaomi MiMo. In terms of R&D expenditure, as disclosed by Xiaomi, the R&D expenditure in the first quarter increased by 30.1% to 6.7 billion yuan this year from 5.2 billion yuan in the same period last year, mainly due to the increase in R&D expenditure related to innovative businesses such as smart electric vehicles and AI.

$Tesla Motors(TSLA)$ The maturity and launch of autonomous driving technology and robotics are the excellent future of Tesla. Musk has long said that Tesla is not a car company, but a technology company. The future space for traditional automakers is limited, while the company's future is boundless. Therefore, when many people are pessimistic about Tesla, you just need to trust Musk and firmly buy or hold.

$XIAOMI-W(01810)$ If Xiaomi develops a mobile phone SOC based on the Loong architecture, there will be far fewer doubts. Currently, Loongson Zhongke lacks the capability to develop a mobile phone SOC based on the Loong architecture, but Xiaomi has this advantage, and the two sides should cooperate.

$Tesla Motors(TSLA)$ X Money has started testing, and Elon Musk confirmed the news in a post on X, writing, "Very small beta test first." Musk's early vision of integrating payment functions into X dates back to October 2022, when he acquired Twitter for $44 billion and stated, "We need to accelerate the creation of X, an everything app." Combined with the landing test of Austin's robotaxi in June, it won't be surprising if an "American WeChat" emerges later, coupled with XAI. This move not only competes with PayPal, Meta, and OpenAI, but also takes on Uber... It's a disruption that spans from integrated models to applications. This pie is extraordinarily ambitious—let's hope it's not too hot to handle.

$XIAOMI-W(01810)$ If Xiaomi develops a mobile phone SOC based on the Loong architecture, there will be much less doubt. At present, Loongson Zhongke is unable to develop a mobile phone SOC based on the Loong architecture, but Xiaomi has this advantage, and the two should cooperate.

$Tesla Motors(TSLA)$ Tesla and SpaceX CEO Elon Musk, the world's richest man, has announced that he is redirecting all his focus back to electric vehicles and Martian ventures. In a Saturday social media post, he revealed that he has returned to a 7x24 work schedule and will "sleep in conference rooms, server rooms, or factories." "I must focus entirely on X/xAI and Tesla, as well as next week's Starship launch, as we're rolling out critical technologies," he added. Musk's official return signals positive momentum for the accelerated development of Tesla, autonomous driving, and even artificial intelligence.

$Tesla Motors(TSLA)$ The dynamic PE is only around 20 times, but the valuation of \(Tesla (TSLA)\), which has a much lower unit price and much slower iteration, has actually reached 180! With the explosive sales， the listing in Hong Kong, the initial emergence of humanoid robots, the explosive sales of the major modification of M7, various positive factors have one after another.

$XIAOMI-W(01810)$ In recent years, Musk has indeed been delaying Tesla's automotive business, and he hasn't implemented many localized strategies for China, the most competitive market. The YU7 will be the ultimate challenge to Tesla's brand and emotional value. Leaving other aspects aside, compared with the updated Model Y, the YU7 is indeed much more aesthetically pleasing. The customer positioning for buying Xiaomi and Tesla is actually very similar. Cost-effectiveness has never been the core pursuit—just being passable is enough—while the emotional value brought by the brand is the core decision-making factor. As Musk has been making a mess of political matters in the past two years, when comparing Lei Jun, the gentl